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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,379 | $227,597-92.4% | $189,575-90.8% | $167,536-89.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.93% | 78.44%-66.5pp | 64.19%-52.3pp | 478.82%-466.9pp |
| Employer contribution / active EE | $10,181 | $5,316+91.5% | $4,412+130.8% | $4,839+110.4% |
| Participant deferral / active EE | $621 | $7,002-91.1% | $6,174-89.9% | $6,342-90.2% |
| Admin fee / account holder | $198 | $11,877-98.3% | $9,806-98.0% | $12,315-98.4% |